ZIM

Zacks Investment Management Portfolio holdings

AUM $12.6B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.99B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$39.9M
3
+$9.06M
4
INTU icon
Intuit
INTU
+$6.93M
5
MDC
M.D.C. Holdings, Inc.
MDC
+$6.39M

Top Sells

1
+$26.8M
2
+$25.6M
3
+$14.5M
4
CSCO icon
Cisco
CSCO
+$14.3M
5
CFG icon
Citizens Financial Group
CFG
+$13.3M

Sector Composition

1 Financials 18.35%
2 Technology 14.81%
3 Healthcare 11.93%
4 Consumer Staples 10.73%
5 Industrials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$579K 0.01%
11,422
-505,834
427
$575K 0.01%
5,642
+459
428
$560K 0.01%
6,119
-373
429
$557K 0.01%
+23,713
430
$556K 0.01%
2,588
-33
431
$555K 0.01%
+7,424
432
$553K 0.01%
+27,749
433
$548K 0.01%
12,615
-1,538
434
$545K 0.01%
458,174
-36,250
435
$514K 0.01%
7,346
-1,389
436
$509K 0.01%
14,004
-797
437
$505K 0.01%
+13,364
438
$505K 0.01%
+9,487
439
$505K 0.01%
+16,565
440
$504K 0.01%
+11,354
441
$495K 0.01%
16,562
-49
442
$491K 0.01%
7,527
-322
443
$484K 0.01%
25,503
-6,091
444
$481K 0.01%
25,461
-1,452
445
$476K 0.01%
+3,357
446
$461K 0.01%
31,297
-38,174
447
$447K 0.01%
7,668
+228
448
$434K 0.01%
+7,793
449
$430K 0.01%
+11,125
450
$430K 0.01%
46,101
-15,992
16 17
18
19 20